Schechter Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.04M | Buy |
4,699
+1,363
| +41% | +$302K | 0.09% | 225 |
|
|
2024
Q4 | $802K | Buy |
3,336
+831
| +33% | +$200K | 0.06% | 282 |
|
|
2024
Q3 | $594K | Buy |
2,505
+394
| +19% | +$93.5K | 0.04% | 363 |
|
|
2024
Q2 | $460K | Sell |
2,111
-227
| -10% | -$49.5K | 0.03% | 393 |
|
|
2024
Q1 | $534K | Sell |
2,338
-196
| -8% | -$44.8K | 0.04% | 360 |
|
|
2023
Q4 | $541K | Sell |
2,534
-17
| -0.7% | -$3.63K | 0.05% | 339 |
|
|
2023
Q3 | $482K | Buy |
2,551
+50
| +2% | +$9.45K | 0.05% | 350 |
|
|
2023
Q2 | $497K | Sell |
2,501
-34
| -1% | -$6.76K | 0.04% | 389 |
|
|
2023
Q1 | $480K | Sell |
2,535
-524
| -17% | -$99.3K | 0.04% | 414 |
|
|
2022
Q4 | $561K | Buy |
3,059
+102
| +3% | +$18.7K | 0.05% | 472 |
|
|
2022
Q3 | $505K | Buy |
2,957
+1
| +0% | +$171 | 0.05% | 507 |
|
|
2022
Q2 | $521K | Buy |
2,956
+84
| +3% | +$14.8K | 0.05% | 510 |
|
|
2022
Q1 | $610K | Buy |
2,872
+498
| +21% | +$106K | 0.06% | 470 |
|
|
2021
Q4 | $536K | Buy |
+2,374
| New | +$536K | 0.05% | 481 |
|